Why Us?
A Qualified Team By Your Side
Our clients are our priority, we want them to succeed and reach their financial goals stress-free. To achieve this, we work conscientiously on our analysis, we have rigorous attention to detail and efficient communication.
Our Mission
Provide our clients with a one-stop extensive wealth management experience.
Our Vision
To guarantee maximum results, we combine our skills by collaborating with our clients accountants, lawyers, notaries and other professionals.
We become the center of their finances. Our role is to provide them with personal experience with us. Having a diligent team by their side that helps on every step of their path to achieve their objectives.
We always guide our clients in the best way possible.
Between the creation of methodical and efficient portfolios,
we also guide them through complex domain as:
Taxation | Estate Planning | Charitable Giving | Retirement Planning
Our Branch
West Island
Located in the west of the Island of Montreal, the Dorval branch was formerly known as Berkshire Securities. Manulife Wealth Inc. acquired its 230 offices across the country in 2007. The same philosophy and vision have been retained internally, giving the Manulife Wealth Inc. division complete independence advice.
Qualified Team
Our team is comprised of highly trained advisors and support staff. As a full practice firm, we are licensed to provide investment, insurance and retirement planning advice.
